Capital Advisors Inc’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.7M | Buy |
80,933
+63,938
| +376% | +$20.3M | 0.46% | 80 |
|
2025
Q1 | $4.4M | Buy |
16,995
+1,274
| +8% | +$330K | 0.09% | 97 |
|
2024
Q4 | $6.35M | Sell |
15,721
-2,384
| -13% | -$963K | 0.13% | 94 |
|
2024
Q3 | $4.74M | Sell |
18,105
-953
| -5% | -$249K | 0.09% | 99 |
|
2024
Q2 | $3.77M | Buy |
19,058
+77
| +0.4% | +$15.2K | 0.08% | 105 |
|
2024
Q1 | $3.34M | Sell |
18,981
-524
| -3% | -$92.1K | 0.07% | 109 |
|
2023
Q4 | $4.85M | Buy |
19,505
+3,742
| +24% | +$930K | 0.11% | 104 |
|
2023
Q3 | $3.94M | Buy |
15,763
+2,869
| +22% | +$718K | 0.1% | 89 |
|
2023
Q2 | $3.38M | Buy |
12,894
+5,756
| +81% | +$1.51M | 0.09% | 99 |
|
2023
Q1 | $1.48M | Buy |
7,138
+935
| +15% | +$194K | 0.04% | 115 |
|
2022
Q4 | $764K | Sell |
6,203
-154
| -2% | -$19K | 0.02% | 158 |
|
2022
Q3 | $1.3M | Sell |
6,357
-1,620
| -20% | -$332K | 0.04% | 116 |
|
2022
Q2 | $1.79M | Buy |
7,977
+2,322
| +41% | +$521K | 0.05% | 107 |
|
2022
Q1 | $2.03M | Sell |
5,655
-1,236
| -18% | -$444K | 0.06% | 102 |
|
2021
Q4 | $2.43M | Buy |
6,891
+222
| +3% | +$78.2K | 0.07% | 105 |
|
2021
Q3 | $1.72M | Sell |
6,669
-843
| -11% | -$218K | 0.05% | 113 |
|
2021
Q2 | $1.7M | Buy |
7,512
+861
| +13% | +$195K | 0.05% | 114 |
|
2021
Q1 | $1.48M | Sell |
6,651
-81
| -1% | -$18K | 0.05% | 114 |
|
2020
Q4 | $1.58M | Buy |
6,732
+498
| +8% | +$117K | 0.06% | 103 |
|
2020
Q3 | $891K | Buy |
6,234
+834
| +15% | +$119K | 0.04% | 111 |
|
2020
Q2 | $536K | Buy |
+5,400
| New | +$536K | 0.02% | 122 |
|